MS BioNTech WKN: A2PSR2 ISIN: US09075V1026 Kürzel: 22UA Forum: Aktien User: Thekla

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Hallo meine Lieben. Ausgugg ✅ Auf gehts BioNTech 🍀🍀🍀

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Teil 2- Q&A Analyst:“Hi, guys. Thank you so much for taking my question. I wanted to touch on some of the rationale for partnering with BioNTech and specifically what you saw their PD L1 VEGF bispecific? There's a lot of assets out there What attracted you to the partnership with them? Maybe walk me through some of the differentiation and how you can work with them to accelerate this to potentially be early kind of in the class of assets? Thank you.“ Bristol Myers representative: „Sure. Maybe I'll just say one word and then I'll turn it over to both Adam and Samit. First. As I mentioned in the prepared remarks, we're excited about the opportunity that we have with BioNTech. We think this is going to be a really value added partnership for us going forward. One of the things that was particularly attractive was this is an asset that is in a position to be either or second as this technology evolves. I mean, we know from our experience in immuno oncology with Opdivo, that that positioning in the marketplace is really important. And so that was one of the factors among many that attracted us to the BioNTech partnership. But maybe Adam, you and Samit can it up from there.“ „Yes. And just to build on what Adam just said, look, with two validated targets on a bispecific PD L1 and VEGF, the specificity of delivering the drug to the tumor because of expression of PD L1 that brings a differentiation compared to the PD-one VEGF inhibitors. Of course, we'll need to continue to watch out the evolution of the data across the tumor types that these drugs are being explored in. But certainly very excited to provide our help as well as support and the collaboration because of our footprint in 50 plus countries to conduct clinical trials. Initiation of the clinical trial certainly as Chris mentioned earlier is in small cell lung cancer, non small cell lung cancer and triple negative breast cancer. But there's a large CDP that is being built right now and we'll be able to share that later in the year. Right.“

Hier kurz die wesentlichen Aussagen aus dem heutigen earnings call von Bristol Myers mit Bezug zu BioNTech und BNT327: Teil 1-Präsentation: „First, we entered into a global strategic partnership with BioNTech, to co develop and commercialize 27. A potentially transformative PD L1 VEGF bispecific that could set a new standard of care across multiple tumor types. We're excited to bring together BMS's deep scientific and clinical expertise, development and regulatory capabilities, and commercial infrastructure in the IO space with BioNTech's innovation on BNT327. With a strong partner, we're well positioned to accelerate existing clinical trials expedite time to market and expand the number of indications. The combined capabilities of BMS and Biontech give us the opportunity to place BNT327 within the first wave of launches in this arena. Either first or second to market. A critical advantage in terms of maximizing the commercial opportunity. BNT-three twenty seven has the potential to become another needle moving IO therapy and accelerate our overall growth trajectory. The partnership is off to a great start We are well underway in advancing a robust joint clinical development program that expands upon the initial indications by further developing BNT327 in numerous additional tumor types in combination. We look forward to sharing more information in the future. Separately, in terms of our early stage pipeline, we entered into a license agreement with Filochem for exclusive worldwide rights to Onco ACP III. This is a potential best in class radiopharmaceutical therapeutic and diagnostic agent with the opportunity to become a breakthrough treatment for prostate cancer. We believe this collaboration will further strengthen our position in the rapidly advancing radiopharmaceutical space.“

DANKE Thekla und Artikel14 für die aufschlussreichen Informationen.

Die amerikanischen Unternehmen präsentieren üblicherweise offensiver und mit mehr Investoren-Show. Gerade jetzt muss BMY begründen, warum sie 3,5 Milliarden ausgeben an Biontech (upfront) ohne dass dies an Bedingungen geknüpft wurde und dann noch mal 7,6 Milliarden Meilenstein – Zahlungen. Deren zweites Quartal wird wahrscheinlich mit 1,5 Milliarden belastet werden. Da fragt der Investor sich: „warum eigentlich?“ Auch in der Fragerunde werden die Analysten also wahrscheinlich nach Details fragen und die Antworten dürften auch für BioNTech sehr relevant sein, denn nur 50 % liegen bei BMY und die anderen 50 % bei BNTX. Vielleicht hat BioNTech sogar zugesagt, sich mit Details zurückzuhalten, bis der amerikanische Partner seine Show durchgezogen hat.

Bristol Myers Squibb wird am heutigen Donnerstag, dem 31.Juli 2025, die Ergebnisse für das zweite Quartal 2025 bekannt geben.Die dazugehörige Telefonkonferenz, die eine Management-Präsentation, einen Lagebericht und eine Q&A-Session umfasst, beginnt um 8:00 Uhr Eastern Time (ET), was 14:00 Uhr mitteleuropäischer Sommerzeit (CEST) entspricht. Ein Update oder Ausblick zu BNT327 ist mit hoher Wahrscheinlichkeit Teil des heutigen Präsentationsprogramms oder der anschließenden Q&A-Session, da BNT327 aktuell ein strategisches Kernprojekt der Kooperation zwischen Bristol Myers Squibb und BioNTech darstellt…

Der Börsentag ( NTV) Start 🌏 https://www.n-tv.de/wirtschaft/der_boersen_tag/Der-Boersen-Tag-Donnerstag-31-Juli-2025-article25935932.html

☕️ Guten Morgen allerseits 🍀 🌊🌏🤖🚢🌊

Guten Morgen, so viele Infos 😳, erstmal ☕️🍀